RIA Intel›Advisers›Washington›SAWSTON WEALTH MANAGEMENT LLC

SAWSTON WEALTH MANAGEMENT LLC

Advisory

OLYMPIA, WA

Data as of Jul 2, 2026 · Source: SEC Form ADV

Average account

$208K

across 218 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$28M

Non-Discretionary AUM$17M

Discretionary %62.4%

Total Clients111

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

111 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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